Elwood & Goetz Wealth Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
605
+89
| +17% | +$50K | 0.07% | 82 |
|
|
2025
Q1 | $283K | Sell |
516
-3
| -0.6% | -$1.65K | 0.07% | 79 |
|
|
2024
Q4 | $273K | Hold |
519
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $256K | Buy |
519
+37
| +8% | +$18.3K | 0.06% | 81 |
|
|
2024
Q2 | $213K | Sell |
482
-53
| -10% | -$23.4K | 0.06% | 78 |
|
|
2024
Q1 | $258K | Sell |
535
-38
| -7% | -$18.3K | 0.06% | 73 |
|
|
2023
Q4 | $244K | Buy |
+573
| New | +$244K | 0.05% | 71 |
|
|
2021
Q2 | – | Sell |
-617
| Closed | -$220K | – | 49 |
|
|
2021
Q1 | $220K | Hold |
617
| – | – | 0.09% | 44 |
|
|
2020
Q4 | $220K | Hold |
617
| – | – | 0.1% | 47 |
|
|
2020
Q3 | $209K | Buy |
+617
| New | +$209K | 0.11% | 40 |
|